About Us |
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Robert Evans | Retirement Planning Specialist
Robert Evans is a native of the Pittsburgh area who started his career in the insurance and financial services field in January of 1984. After working ten very successful years with American General Insurance Company, he started his own independent agency in 1994. For the last 28 years, his main focus has been to provide safe money retirement strategies for people in or near retirement. Robert has successfully protected well over 300 million dollars of his client’s money using guaranteed income and wealth preservation strategies.
As the president of Robert Evans and Associates, he continues to provide personalized services hundreds of clients in the Pittsburgh and surrounding communities. Robert is 100% dedicated to providing the best possible service to his clients which includes personally returning every phone call he receives on a daily basis. With his 35+ years of experience in the industry, he has accumulated a wealth of knowledge and experience that he incorporates into all of his planning strategies. This high-level of personalized services distinguishes him from most all other financial service representatives in this area. |
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Ashley Evans Cook | Insurance Agent
Ashley has been active in the retirement planning business for over 10 years now. She is a licensed insurance agent within the state of Pennsylvania. With her degree in Actuarial Science, Ashley has played an important role in developing the best retirement strategies for her clients. As an independent agent, Ashley is able to offer a variety of retirement vehicles and is not limited to a specific type of investment strategy. Her main focus is to provide her clients with a lifetime income which leads them to a comfortable retirement lifestyle.
On a personal note, Ashley lives in the Hempfield Area school district with her husband David and their two children. Ashley enjoys being outdoors, exercising and spending time with friends and family. |
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Our Services
What We Do For Clients |
Annuities
At Robert Evans and Associates, we use annuities exclusively in all of our retirement income strategies. We are currently licensed with over 20 insurance companies that offer a wide range of fixed-indexed and immediate income products. All annuity deposits are backed by legal reserve deposits and the assets of each insurance company to provide you a level of safety that you currently do not have with variable or equity products.
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Retirement
Our philosophy with regards to retirement planning is to use products that have contractual guarantees which provide a guaranteed life-time income stream that you can never out live. With the growing number of people moving into retirement each day, we feel that it is imperative to have guarantees in place when it comes to your retirement nest egg.
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Estate Preservation
We offer estate preservation plans using life insurance as a tax-free transfer of assets upon death. Using this type of planning, we are able to pass all financial assets to heirs 100% tax-free and free from probate and court costs.
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Long-Term Care
At Robert Evans and Associates, we address with all of our clients the risk of a long term illness. If not addressed properly in a financial plan, this can devastate your financial assets with a drain on your estate that can leave you on the brink of poverty. We have a wide range of long – term insurance products to provide you protection from this risk.
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Income Tax Planning
We also provide personal income tax planning with the goal of maximizing your investment returns by minimizing or eliminating unnecessary income taxes. We can also provide you tax-free income in retirement which will reduce your overall tax that you pay on your income and social security benefits.
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SS Maximization Benefits Analysis
As part of our retirement planning services, we provide a free analysis of your social security benefits. Taking social security is an important decision to make. Through innovated software, we help our clients decide how and when to claim social security so that it best fits their income needs.
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Retirement Planning
At Robert Evans & Associates, our main focus is retirement planning. A large part of retirement planning includes your social security benefits. Our company does our best to facilitate strategies to maximize your social security benefits. Contact us to set up your appointment today and see how those strategies apply to your individual situation!
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Income Tax Preparation
We prepare federal, state and local income taxes for individuals. We have the most affordable rates around!
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